Strategies & Capabilities

Official Institutions Group

Where Sovereign Investors Turn When It Matters Most

Sovereign investors face immense pressure to deliver results and manage risk. We understand this pressure because we live it every day.

As a Global Systematically Important Financial Institution (G-SIFI) and one of the world’s largest asset managers, we draw on our experience, size and global reach to address the complex challenges facing sovereign investors.

About the Official Institutions Group

We are a dedicated, London-based team that provides advice and solutions for official institutions (OIs) around the globe, including sovereign wealth funds, central banks, supranationals and public-sector clients.

Official Institutions Sector Coverage (USD Billions)

$499B

AUM for Ols

77

Clients across 39 countries

28 Yrs

Experience serving Ols

#1

Ranking for sovereign wealth AUM

#3

Ranking for central bank AUM

3x

winner of Central Banking’s Asset Manager of the Year (2016, 2017 and 2019)

Sources: State Street Global Advisors as of September 30, 2019; Pensions and Investments Research Center, December 31, 2018; The “Central Banking Asset Manager of the Year” award recognises Asset Managers who demonstrate that they have added value in managing investment assets of central banks and other sovereign investors. The Central Banking “Asset Manager of the Year” Award is based on Risk/return and liquidity suitability, diversification, benchmarking/benchmark outperformance. Submissions should describe why an institution deserves an award through a selection of case studies describing solutions and benefits offered to its official institution clients. While geographical reach and breadth of assets coverage are important, particular attention will be made to asset managers that have met the real needs of their clients during the period under review. https://www.centralbankingawards.com/categories

Why Sovereign Investors Choose Us

For nearly two decades, official institutions have turned to us for innovative solutions, a global perspective, reliable execution and customized training and research.

Comprehensive investment solutions

Global leader as a custodian and in financial services, FX trading and securities lending
Tailored investment solutions across asset classes
Capabilities in active, enhanced and indexed strategies

Scale, Stability and Rigor

Global Systematically Important Financial Institution (G-SIFI) and third-largest asset manager in terms of AUM
Focus on governance, risk controls, transparency and discretion
Fiduciary culture and “One State Street” model

Research, Training and Knowledge Transfer

Proprietary research into asset flows across OIs
Thematic reports on timely issues facing OIs
Multiple levels of training for OI professionals, including annual conferences and customized workshops

Innovative Solutions to Emerging Markets

Track record of solving complex challenges for OIs, including Hong Kong Monetary Authority, US Treasury and ECB
Customized solutions built on in-depth industry knowledge and research
Three decades of ESG leadership

Research and Thought Leadership

We apply intellectual rigor and insights gained from working with clients around the world to conduct proprietary research that answers sovereign investors’ most pressing questions.

Annual Reports on OI Investment Trend

These reports analyze asset flows across sovereign investors and include trend analyses and peer group comparisons for:

Sovereign wealth funds
Central banks
Public pension funds
ESG investing among OIs

Thematic Reports on Timely Issues

We identify and explore issues that are of utmost importance to sovereign investors, including:

How do Sovereign Wealth Funds Invest?

Boom in Private Markets is No Private Matter

How do Sovereign Asset Owners Think About ESG?

Knowledge Transfer and Training

We organize training and events around the world that involve both academic theory and up-close interaction with investment professionals.

In addition to these global and regional events, other training opportunities we provide to our OI clients and their professionals include:

Local workshops at client offices
Annual review meetings and training sessions
Monthly and quarterly investment calls
Ad-hoc queries

Our Team

Our team collaborates with sovereign investors to understand their distinct investment challenges, respond to their immediate needs, design customized client-centric solutions and help them prepare for the future. To learn more about our capabilities for sovereign investors, contact us or download our brochure.

Andrew Wold

Head of OI Client Strategy

Charlotte Richards

Senior Business Analyst

Shivani Mann

Communications Officer

Disclosures

Investing involves risk including the risk of loss of principal.

The whole or any part of this work may not be reproduced, copied or transmitted or any of its contents disclosed to third parties without SSGA’s express written consent.

information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your tax and financial advisor. All material has been obtained from sources believed to be reliable. There is no representation or warranty as to the accuracy of the information and State Street shall have no liability for decisions based on such information.

The views expressed in this material are the views the Official Institutions team through the period ended September 30, 2019 and are subject to change based on market and other conditions. This document contains certain statements that may be deemed forward looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected.

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12/31/2020

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This information is for informational purposes only, not to be construed as investment advice or a recommendation or offer to buy or sell any security. Investors should always obtain and read an up-to-date investment services description or prospectus before deciding whether to appoint an investment manager or to invest in a fund. Any views expressed herein are those of the author(s), are based on available information, and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. There are no guarantees regarding the achievement of investment objectives, target returns, portfolio construction, allocations or measurements such as alpha, tracking error, stock weightings and other information ratios. The views and strategies described may not be suitable for all investors. SSGA does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision. Investing entails risks and there can be no assurance that SSGA will achieve profits or avoid incurring losses.

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